Change plan, update your card, or cancel

Everything that shapes the subscription happens on one tab, and almost all of it is restricted to one person. This page tells you who that is and what each control does.

Who can do what

There is exactly one owner per workspace. If an admin clicks a billing control they do not have, they get an error rather than a change, so the panel shows them "Billing is managed by the workspace owner" instead.

Change plan or switch to annual

1. Sign in as the owner.
2. Open Settings, then Plans & Billing.
3. On the plan cards, toggle between monthly and annual, then choose the plan you want.
4. Confirm in the secure billing portal. The change applies to the whole workspace immediately.

Annual saves 20% against the monthly rate. Switching cadence keeps you on the same plan; switching plan changes your credits per seat and your accounts-per-app allowance. See Choose a plan.

Update the card, or get an invoice

1. Sign in as the owner.
2. Open Settings, then Plans & Billing.
3. Use the manage button on your current plan card. It opens a secure billing portal.
4. In the portal, update the payment method, download invoices, or cancel.

TalentOS never stores your card details. Cards, invoices and cancellation all live in that portal, which is why the button takes you out of the app.

Seats change on their own

You never buy seats by hand. One active person equals one seat, at the same price whatever their role. Accepting an invite adds a seat and removing someone frees it, and your invoice follows automatically. Pending invitations are never billed.

Cancel and come back

Cancelling in the portal leaves the plan running until the end of the period you have paid for. Your plan card shows Cancels on with that date instead of Next renewal. After that date the workspace goes read-only and everything stays readable.

To come back, the owner picks a plan again on the same tab. There is no second free trial for a workspace that has already used one.

A worked example

A consultancy's founder is the owner and their ops manager is an admin. Mid month, the ops manager notices credits running low and buys a top-up without involving anyone, because top-ups are an admin action. At renewal the founder switches the workspace from Team monthly to Power annual so two consultants can each connect a second client email account.

What to check

• The controls are missing or say billing is owner managed. You are an admin, not the owner. Ask the owner, who is marked with an Owner badge in the Team directory and on the usage view.
• The plan card is blank right after loading. Ownership is still resolving. Give it a second rather than assuming you lack access.
• The portal button does nothing. A popup blocker is the usual cause. Allow popups for the app and try again.
• The workspace is read-only and you want to fix it. See Fix a read-only workspace.